Plan Lab

TODO: update flow, app references and screenshots

Introduction

TODO: add here more about Plan

How to switch to Plan from Home Page

Step	Details	Additional Information
1	You can switch to Plan by either pressing "Let's go to Plan" button on its tile
2	Or you can always switch using the central app switcher on the top left of your screen
3	Or You can switch directly to Plan by using the button/link from What would you like to do today section

Demo Data or New Application with Sample Data

Setup Demo Data

You can use the pre-created Plan application from your Loop and add sampl data to it please follow this document to import Demo data into Plan.

How to create a new Application

If you want to create a new Application and do not want to use the pre-created application from your Loop please follow the instructions how to create a new Application with Sample Data.

Let's go with Plan

Select Plan application to use

If you have not set your default Plan application you will be provided with a screen with all applications you have access to.

Plan Applications Page

or if you have created additional Applications then you will get a list

Plan Applications Page with List

Set the provided app as default and presss "Let's go" to proceed.

Welcome Page for first time users

If you have logged in the first time into Plan you will get a Welcome Screen:

Welcome Screen

By pressing the button "Explore" a new page is shown which provides an Introduction to Plan and the used workflow model for the selected application:

Plan Introduction page

Use Home Button to switch to Plan Home Page

Please use the "Home" button on the left sidebar to switch to the Home page for Plan.

Plan Home Page Button

This Home page will provide you some basic information and also the means to switch between Plan applications (My Applications Button on the right)

Plan Home page

The explore options on this page will forward you to the Exploration page mentioned above.

Explore the technical worflow

Pressing the button "View":

view schema button

will open a new view to the technical details of the used workflow for the selected application.

Schema Overview

This view provides the used record types, fields, transition matrizes and more.

AI Assistant

AI Assistant integration setup

For easier management of AI access we need to create a Usergroup and add the eligible members to it.

Step	Details	Additional Information
	Click on User Management in the 3 Dots menue in the sidebar
	Click on the Groups tab in the User Management View
	Click on Create Group Button to create a new Group
	Enter a meaningful name for new Group
	Click on the Add User section
	Select the users by clicking on the symbol
	Click the Add Button to add selected Users to Group
	All Groupmemebers are now listed in Group

Next configure the AI Integration

Step	Details	Additional Information
	Click on Integrations in the Configuration menue in the sidebar
	The empty integrations view is shown
	Click on New Integration Button
	Enter a meaningful name and select your AI Provider and API Key
	Press Next Button to enter more Details
	Next dialog page opens
	Enter API Endpoint if missing	https://api.openai.com/v1/chat/completions
	Select your prefered model
	Set your prefered LLM settings for temperature and more
	Click on Save
	The new AI integration is created but no Groups are associated
	Press the Add Groups Button under Actions Column
	Select the new Group you created from above and additional ones you need
	Click on ADD Button to save selection
	Updated View

Last step is for every enabled user (from selected groups) is to activate the access

Step	Details	Additional Information
	Click on your Profile Icon in the Sidebar and select Member Access
	A list of integrations available for Member access is shown and their status
	Click on the Integrationname to activate access

AI Assistant Chat Dialog

Select the AI Assistant Icon from the Sidebar Sidebar

Accept the terms of service Accept Terms

The AI Assistant Chat Dialog opens AI Assistant Dialog

Enter Now a prompt, you can use the example prompts, or enter your prompt Enter Prompt

Click on the Next Button

AI Assistant Type of Output

Now select the type of Output you want. We will select Generate Action Items from the Applying Prompts page

This will generate a set of responses AI Responses

Click the Select Button Select Button and select Break Down into Titles

This will convert the list of responses to a list with checkboxes: AI Responses with Checkboxes

Select a few you like from the list AI Responses selected

AI Assistant Create Records from Responses

Click the Select Record Type Button to select Workitem from the list Select Workitem

In the next Dialog Record Creation Dialog1 select the right Project and Workitem Type for example Project: Echologic and Type: Epic Record Creation Dialog2